Institutional Ownership Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH). We have compiled data on the 636 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
496
shares
|
$27,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
470
shares
|
$25,774
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
469
shares
|
$25,719
0.02% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
463
shares
|
$25,390
0.0% of portfolio
|
Q2 2025
Reduced 55.82%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
438
shares
|
$24,019
0.0% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
431
shares
|
$23,636
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
429
shares
|
$23,526
0.0% of portfolio
|
Q2 2025
Added 832.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
400
shares
|
$21,936
0.01% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
359
shares
|
$19,687
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
342
shares
|
$18,755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
341
shares
|
$18,700
0.0% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
316
shares
|
$17,329
0.0% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
309
shares
|
$16,945
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
300
shares
|
$16,452
0.0% of portfolio
|
Q2 2025
Reduced 62.03%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
283
shares
|
$15,519
0.0% of portfolio
|
Q2 2025
Added 225.29%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
281
shares
|
$15,410
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
271
shares
|
$14,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
260
shares
|
$14,258
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
254
shares
|
$13,929
0.01% of portfolio
|
Q2 2025
Added 1311.11%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
243
shares
|
$13,326
0.0% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
235
shares
|
$12,887
0.0% of portfolio
|
Q3 2023
Reduced 3.69%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
230
shares
|
$12,613
0.0% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
217
shares
|
$11,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
216
shares
|
$11,845
0.01% of portfolio
|
Q2 2025
Added 52.11%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
207
shares
|
$11,351
0.01% of portfolio
|
Q2 2025
Reduced 96.78%
|